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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,362 | $65,440+38.1% | $98,506-8.3% | $85,851+5.3% |
| Participation rate | 96.3% | 65.0%+31.3pp | 73.3%+23.0pp | 69.3%+27.0pp |
| Annual return | 8.82% | 21.75%-12.9pp | 1494.92%-1486.1pp | 318.63%-309.8pp |
| Employer contribution / active EE | $370 | $2,169-82.9% | $2,961-87.5% | $2,565-85.6% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,277-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10,802 | $4,596+135.0% | $5,955+81.4% | $6,261+72.5% |